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WHALE

BUILD WHALE, INC.

CRD 330063 · SEC 801-130339

Visit website

332 S MICHIGAN AVE, SUITE #121-2234, CHICAGO, IL, 60604, United States

Phone

8884887104

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.5M

Discretionary AUM

$2.5M

Team

7 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals3006$2.5M

States served

AZ, CA, CO, DC, GA, IL, KY, MD, MA, NJ, NY, NC, OH, OR, PA, TN, UT, VA, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD